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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Moody Aldrich Partners LLC

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0000936941-25-000013

Total Value
$527.2M
Positions
188
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (188)

#IssuerTicker / CUSIPSharesValue% of Filing
1CADENCE BANK12740C103291,393$10.9M2.07%
2INDEPENDENT BK CORP MASS453836108152,377$10.5M2.00%
3PROTAGONIST THERAPEUTICS INCPTGX143,060$9.5M1.80%
4KRATOS DEFENSE & SEC SOLUTIO50077B207103,580$9.5M1.80%
5PIPER SANDLER COMPANIESPIPR24,316$8.4M1.60%
6PATHWARD FINANCIAL INCCASH111,573$8.3M1.57%
7MODINE MFG CO60782810052,800$7.5M1.42%
8ELEMENT SOLUTIONS INCESI294,453$7.4M1.41%
9MERUS N VN5749R10076,444$7.2M1.37%
10CORE SCIENTIFIC INC NEW21874A106399,706$7.2M1.36%
11RIOT PLATFORMS INCRIOT373,925$7.1M1.35%
12COLUMBIA BKG SYS INC197236102271,719$7.0M1.33%
13SCORPIO TANKERS INCSTNG120,862$6.8M1.29%
14CARGURUS INCCARG175,453$6.5M1.24%
15VSE CORPVSECU38,867$6.5M1.23%
16SPX TECHNOLOGIES INCSPXC33,475$6.3M1.19%
17AXSOME THERAPEUTICS INCAXSM51,476$6.3M1.19%
18CLEARWATER ANALYTICS HLDGS ICWAN342,713$6.2M1.17%
19SOUTHWEST GAS HLDGS INCSWX78,395$6.1M1.16%
20VARONIS SYS INCVRNS106,162$6.1M1.16%
21KARMAN HLDGS INCKRMN84,062$6.1M1.15%
22PORTLAND GEN ELEC CO736508847136,399$6.0M1.14%
23ADVANCED ENERGY INDS00797310034,927$5.9M1.13%
24OSI SYSTEMS INCOSIS23,712$5.9M1.12%
25ARROW ELECTRS INC04273510048,170$5.8M1.11%
26FRONTDOOR INCFTDR86,475$5.8M1.10%
27SEMTECH CORPSMTC80,949$5.8M1.10%
28COEUR MNG INC192108504307,451$5.8M1.09%
29VIATRIS INCVTRS578,576$5.7M1.09%
30WINTRUST FINL CORP97650W10843,192$5.7M1.09%
31OVINTIV INCOVV140,423$5.7M1.08%
32HEALTHEQUITY INCHQY59,685$5.7M1.07%
33SL GREEN RLTY CORP78440X88791,880$5.5M1.04%
34ALLIANCEBERNSTEIN HLDG L P01881G106137,341$5.2M1.00%
35ACUSHNET HLDGS CORPGOLF65,898$5.2M0.98%
36RAMBUS INC DELRMBS47,803$5.0M0.94%
37REV GROUP INC74952710786,804$4.9M0.93%
38ARTISAN PARTNERS ASSET MGMT04316A108113,059$4.9M0.93%
39MAGNOLIA OIL & GAS CORPMGY204,279$4.9M0.92%
40CRINETICS PHARMACEUTICALS INCRNX115,543$4.8M0.91%
41SPORTRADAR GROUP AGSRAD177,698$4.8M0.91%
42CONAGRA BRANDS INCCAG256,974$4.7M0.89%
43CREDO TECHNOLOGY GROUP HOLDICRDO32,283$4.7M0.89%
44PVH CORPORATIONPVH56,076$4.7M0.89%
45CHESAPEAKE UTILS CORP16530310834,740$4.7M0.89%
46MGIC INVT CORP WIS552848103163,841$4.6M0.88%
47VITA COCO CO INCCOCO109,100$4.6M0.88%
48LIGAND PHARMACEUTICALS INCLGNZZ25,884$4.6M0.87%
49AVISTA CORPAVA120,755$4.6M0.87%
50CYTOKINETICS INCCYTK82,460$4.5M0.86%
51LOAR HOLDINGS INCLOAR56,444$4.5M0.86%
52MYR GROUP INC DELMYRG21,433$4.5M0.85%
53ENACT HLDGS INCACT115,819$4.4M0.84%
54ATMUS FILTRATION TECHNOLOGIEATMU97,635$4.4M0.84%
55ITRON INCITRI34,724$4.3M0.82%
56MARZETTI COMPANYMZTI24,740$4.3M0.81%
57NEKTAR THERAPEUTICSNKTR73,716$4.2M0.80%
58BOOT BARN HLDGS INCBOOT25,267$4.2M0.79%
59WALKER & DUNLOP INCWD48,990$4.1M0.78%
60ARCHROCK INCAROC154,858$4.1M0.77%
61KNIFE RIVER CORPKNF52,176$4.0M0.76%
62SOLARIS ENERGY INFRAS INCSEI98,650$3.9M0.75%
63BLOOM ENERGY CORPBE46,522$3.9M0.75%
64CATHAY GEN BANCORP14915010481,799$3.9M0.74%
65TERRENO RLTY CORP88146M10167,992$3.9M0.73%
66SCHOLAR ROCK HLDG CORPSRRK101,742$3.8M0.72%
67MAREX GROUP PLCMRX112,300$3.8M0.72%
68ARGAN INCAGX13,969$3.8M0.72%
69TOLL BROTHERS INCTOL27,234$3.8M0.71%
70BRIDGEBIO PHARMA INCBBIO71,580$3.7M0.71%
71INNODATA INCINOD48,240$3.7M0.71%
72FORESTAR GROUP INCFOR139,057$3.7M0.70%
73ENERPAC TOOL GROUP CORPEPAC89,804$3.7M0.70%
74VIRTU FINL INC928254101103,621$3.7M0.70%
75SM ENERGY COSM147,144$3.7M0.70%
76AFFILIATED MANAGERS GROUP INMGRE15,111$3.6M0.68%
77INTERPARFUMS INCINTR35,454$3.5M0.66%
78BALCHEM CORPBCPC23,167$3.5M0.66%
79SOLENO THERAPEUTICS INCSLNO51,274$3.5M0.66%
80CONSTRUCTION PARTNERS INCROAD26,786$3.4M0.65%
81NOMAD FOODS LTDNOMD247,558$3.3M0.62%
82SPS COMM INCSPSC30,418$3.2M0.60%
83CASELLA WASTE SYS INCCWST33,239$3.2M0.60%
84OKLO INCOKLO28,045$3.1M0.59%
85MOLSON COORS BEVERAGE COTAP-A68,052$3.1M0.58%
86CENTRUS ENERGY CORPLEU9,753$3.0M0.57%
87INSTALLED BLDG PRODS INC45780R10112,100$3.0M0.57%
88GENIUS SPORTS LIMITEDGENI240,105$3.0M0.56%
89ASBURY AUTOMOTIVE GROUP INCABG11,935$2.9M0.55%
90SIMPLY GOOD FOODS COSMPL113,114$2.8M0.53%
91MERITAGE HOMES CORPMTH36,710$2.7M0.50%
92ARCBEST CORPARCB37,703$2.6M0.50%
93WAVE LIFE SCIENCES LTDWVE350,548$2.6M0.49%
94NCINO INCNCNO91,385$2.5M0.47%
95FABRINETFN6,707$2.4M0.46%
96ENERGY FUELS INCUUUU154,336$2.4M0.45%
97MAXLINEAR INCMXL142,499$2.3M0.43%
98NOVANTA INCNOVTU22,466$2.2M0.43%
99CATALYST PHARMACEUTICALS INCCPRX100,334$2.0M0.37%
100CSW INDUSTRIALS INCCSW8,113$2.0M0.37%
101SILICON LABORATORIES INCSLAB14,366$1.9M0.36%
102ABERCROMBIE & FITCH COANF21,970$1.9M0.36%
103IONQ INCIONQ-WT30,211$1.9M0.35%
104LIMBACH HLDGS INCLMB18,575$1.8M0.34%
105DIANTHUS THERAPEUTICS INCDNTH43,291$1.7M0.32%
106ALKERMES PLCALKS55,615$1.7M0.32%
107KYMERA THERAPEUTICS INCKYMR28,910$1.6M0.31%
108VIRIDIAN THERAPEUTICS INCVRDN74,113$1.6M0.30%
109ANAPTYSBIO INCANABV49,882$1.5M0.29%
110EDGEWISE THERAPEUTICS INCEWTX82,941$1.3M0.26%
111NEXTDECADE CORPNEXT177,730$1.2M0.23%
112ARRIVENT BIOPHARMA INCAVBP59,454$1.1M0.21%
113PHILIP MORRIS INTL INC7181721095,721$927,9750.18%
114NVIDIA CORPORATIONNVDA4,317$805,4690.15%
115INSMED INCINSM5,551$799,4000.15%
116JPMORGAN CHASE & CO.VYLD2,283$720,2410.14%
117APOGEE THERAPEUTICS INCAPGE18,012$715,6170.14%
118JOYY INCJOYY11,949$700,3310.13%
119ELI LILLY & COLLY907$692,0760.13%
120MICROSOFT CORPMSFT1,333$690,5040.13%
121NEWMONT CORPNEMCL8,061$679,6230.13%
122ARGENX SEARGX865$637,9890.12%
123AMAZON COM INCAMZN2,895$635,6550.12%
124WALMART INCWMT6,106$629,2840.12%
125EAST WEST BANCORP INCEWBC5,612$597,3970.11%
126PRECISION DRILLING CORPPDS10,100$568,9510.11%
127TORM PLCTRMD27,269$560,8070.11%
128APPLE INCAAPL2,040$519,4450.10%
129TELEDYNE TECHNOLOGIES INCTDY882$516,8870.10%
130GOLDMAN SACHS GROUP INCGSCE643$512,0530.10%
131HEICO CORP NEWHEI-A1,929$490,1400.09%
132INTERNATIONAL BUSINESS MACHSINTR1,733$489,1020.09%
133APPFOLIO INCAPPF1,706$470,2760.09%
134ABBVIE INCABBV1,954$452,5420.09%
135FINVOLUTION GROUPFVGPY58,336$429,9360.08%
136BWX TECHNOLOGIES INCBWXT2,175$401,0050.08%
137IDACORP INCIDA2,956$390,6350.07%
138CROWDSTRIKE HLDGS INCCRWD775$380,0450.07%
139PROLOGIS INC.PLDGP3,226$369,5390.07%
140TJX COS INC NEW8725401092,467$356,5800.07%
141ROBINHOOD MKTS INC7707001022,476$354,5140.07%
142APPLIED MATLS INC0382221051,729$353,9950.07%
143ENBRIDGE INCENNPF6,872$346,7880.07%
144EVERCORE INCEVR989$333,6090.06%
145BLACKSTONE INCBX1,912$326,6650.06%
146PNC FINL SVCS GROUP INC6934751051,572$315,8620.06%
147CLEAN HARBORS INCCLH1,323$307,2270.06%
148CARPENTER TECHNOLOGY CORPCRS1,244$305,4520.06%
149BJS WHSL CLUB HLDGS INC05550J1013,190$297,4680.06%
150PURE STORAGE INC74624M1023,523$295,2630.06%
151CIENA CORPCIEN1,931$281,2890.05%
152ARISTA NETWORKS INCANET1,924$280,3460.05%
153BROADRIDGE FINL SOLUTIONS IN11133T1031,166$277,7060.05%
154MCKESSON CORPMCK353$272,7070.05%
155HOWMET AEROSPACE INCHWM1,373$269,4240.05%
156JOHNSON CTLS INTL PLCG515021052,367$260,2520.05%
157NUTANIX INCNTNX3,492$259,7700.05%
158MASTEC INCMTZ1,215$258,5640.05%
159MDU RES GROUP INC55269010914,436$257,1050.05%
160ENERFLEX LTDEFXT23,600$254,5900.05%
161ASCENDIS PHARMA A/SASND1,280$254,4770.05%
162AMETEK INCAME1,344$252,6720.05%
163DICKS SPORTING GOODS INC2533931021,134$251,9970.05%
164SHARKNINJA INCSN2,423$249,9320.05%
165RANGE RES CORPRRC6,632$249,6280.05%
166T-MOBILE US INCTMUSZ1,039$248,7720.05%
167NETFLIX INCNFLX205$245,7790.05%
168STIFEL FINL CORP8606301022,116$240,1030.05%
169COREBRIDGE FINL INC21871X1097,428$238,0670.05%
170HOWARD HUGHES HOLDINGS INCHHH2,860$235,0060.04%
171HOULIHAN LOKEY INCHLI1,144$234,8860.04%
172COMFORT SYS USA INC199908104284$234,3510.04%
173LEONARDO DRS INCDRS4,958$225,0930.04%
174APPLIED INDL TECHNOLOGIES IN03820C105859$224,2420.04%
175CELSIUS HLDGS INCCELH3,840$220,7620.04%
176CACI INTL INC127190304442$220,4610.04%
177BIO-TECHNE CORPTECH3,947$219,5720.04%
178DUKE ENERGY CORP NEWDUKB1,772$219,2850.04%
179ISHARES TR46429B5984,152$216,1530.04%
180BOSTON SCIENTIFIC CORPBSX2,210$215,7620.04%
181WEX INCWEX1,363$214,7130.04%
182ALPHABET INCGOOG874$212,5020.04%
183HENRY JACK & ASSOC INC4262811011,425$212,2250.04%
184PLANET FITNESS INCPLNT2,030$210,7140.04%
185EATON CORP PLCETN560$209,5800.04%
186CAMDEN PPTY TR1331311021,945$207,6870.04%
187CATERPILLAR INCCAT435$207,5600.04%
188ABIVAX SAAAVXF2,438$206,9860.04%